Pin Oak Investment Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25K | Hold |
596
| – | – | 0.02% | 257 |
|
|
2025
Q1 | $25K | Hold |
596
| – | – | 0.02% | 251 |
|
|
2024
Q4 | $27K | Hold |
596
| – | – | 0.02% | 242 |
|
|
2024
Q3 | $27K | Hold |
596
| – | – | 0.02% | 244 |
|
|
2024
Q2 | $24K | Hold |
596
| – | – | 0.02% | 244 |
|
|
2024
Q1 | $27K | Sell |
596
-850
| -59% | -$38.5K | 0.03% | 238 |
|
|
2023
Q4 | $63K | Buy |
1,446
+850
| +143% | +$37K | 0.06% | 154 |
|
|
2023
Q3 | $20K | Hold |
596
| – | – | 0.02% | 252 |
|
|
2023
Q2 | $20K | Buy |
+596
| New | +$20K | 0.02% | 252 |
|
|
2019
Q3 | – | Sell |
-151
| Closed | -$8K | – | 453 |
|
|
2019
Q2 | $8K | Buy |
+151
| New | +$8K | 0.01% | 377 |
|